Cathie Wood: AI Lab Revenue Multiples 5-10x, Growth Defies Investor Intuition
CathieDWood · x · 2026-08-30
Cathie Wood observes that frontier AI labs are seeing revenue multiply 5 to 10 times over six months to a year, while mature companies on the right side of AI change are seeing growth reaccelerate from 25% to 30-40%+. She notes that most investors misinterpret "25-fold" growth as "25%"; however, scaling from 100 units to 2,500 represents a completely different investment orbit compared to linear percentage growth.
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